Treasury Management Relationship Support Specialist

Regions Financial Corporation; Ridgeland (MS); On-site; USD 51,000 - 64,000; Full time

Job summary

Regions Financial Corporation in Ridgeland, MS is seeking a Treasury Management Relationship Support Specialist to assist Relationship Managers in selling and delivering treasury solutions. You will help prepare account structures, pricing proformas, and client research while ensuring accurate implementation and timely reporting.

The role emphasizes collaboration across commercial and treasury teams, onboarding clients, handling escalations, and maintaining SLA adherence.

Qualifications

• High School Diploma or GED.
• Three years prior banking, sales or sales support experience.

Responsibilities

• Partner with Treasury Management Relationship Managers to prepare for and execute sales activities.
• Manage onboarding experience including documents and training confirmation.
• Serve as primary escalation point for client support.
• Ensure reporting is complete, timely and accurate.
• Collaborate with Commercial and Treasury Management RMs to support sales.

Skills

Time management

Data analysis

Communication

Presentation skills

Microsoft Office

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Tools

Microsoft Office

Excel

PowerPoint

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management Relationship Managers and their clients to identify, develop, and deliver quality solutions to aid the client in their day-to-day business needs.

Primary Responsibilities

• Partners with Treasury Management Relationship Managers to prepare for and execute on Sales activities. This includes but is not limited to:
  • Preparing account structures
  • Building pricing proformas for prospects and existing clients
  • Participating in the production of presentation decks
  • Completing client research to include proximity suitability to branches and other information that may aid in the overall success of the Treasury Management proposal
  • Researching product information in response to client inquiries by partnering with members of the TM Product team
  • Ensuring implementation errors are below the required percentage
  • Adhering to the stated Service Level Agreement
• Manages new client onboarding experience which includes requesting documentation execution, implementation request submission, training confirmation and client satisfaction
• Serves as primary escalation point for client support when first level support does not meet client needs
• Ensures reporting is complete, timely and accurate
• Collaborates with both Commercial and Treasury Management Relationship Managers to keep all parties involved and engaged in support of sales activities
• May be responsible for additional administrative tasks to aid in sales support of Treasury Management Relationship Manager

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

• High School Diploma or GED
• Three years prior banking, sales or sales support experience

Preferences

• Bachelor’s degree
• Bilingual
• Understanding of Working Capital

Skills and Competencies

• Ability to partner with various internal partners across the organization
• Ability to research, analyze data and derive facts
• Demonstrated ability to prioritize and track assignments
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Strong presentation skills
• Strong verbal and written communication
• Strong work ethic and self-motivation

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$50,500.00 USD

50th Percentile:

$63,650.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Location:

Ridgeland, Mississippi

Equal Opportunity Employer/including Disabled/Veterans